THE SHEPHERDS CENTER OF FAIRFAX-BURKE (EIN 364597392) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Phone

7034262824

Tax Period

2024-01-01 to 2024-12-31

THE SHEPHERDS CENTER OF FAIRFAX-BURKE, founded in 2006, is a small nonprofit in the Human Services sector that reported $213K in total revenue in fiscal year 2023. The organization ran a surplus of $66K, a strong 31% operating margin.

Mission

Provide programs and services for older adults.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $167,322

Program Service Revenue $4,021

Investment Income $3,628

Other Revenue $150

TOTAL REVENUE $175,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,655

Fundraising Expenses $20,213

Program Expenses $132,187

Other Expenses $49,397

TOTAL EXPENSES $182,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,121	$213,208	-0.2%
Expenses	$182,052	$147,255	+0.2%
Net Income	$-6,931	$65,953	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

135

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$43,471

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH KILGORE-ROBINSON	Executive Dir.	40.00	Officer	$43,471	$0	$43,471
ARLENE DARKE	CHAIR	5.00	Officer Director	$0	$0	$0
ALICIA CARROLL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BARRY WICKERSHAM	VICE CHAIR-PRGM	4.00	Officer Director	$0	$0	$0
JOAN BLACK	Treasurer	2.00	Officer Director	$0	$0	$0
ROBERT WESOLOWSKI	Secretary	2.00	Officer Director	$0	$0	$0
KATHY SCHMIESING	Fin'l Secretary	2.00	Officer Director	$0	$0	$0
JOSE ACOSTA	Director	3.00	Director	$0	$0	$0
AL LEIGHTLEY	Director	8.00	Director	$0	$0	$0
MARLENE KRAUSE	Director	2.00	Director	$0	$0	$0
ROBIN LANNING	Director/Yoga	1.00	Director	$0	$0	$0
TOM POWERS	Dir-Transp Mgr	2.00	Director	$0	$0	$0
FAYE QUESENBERRY	Director	1.00	Director	$0	$0	$0
LARRY VELTE	Director-LNL	1.00	Director	$0	$0	$0
BRUCE SYDNOR	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$175,121	$182,052	$352,722	$-6,931
2023	$213,208	$147,255	$333,555	$65,953

THE SHEPHERDS CENTER OF FAIRFAX-BURKE